Spoken Alpha
SJM
J M SMUCKER Co
Overview
J M SMUCKER Co is a Consumer Defensive company operating in Packaged Foods with a $11.94B market cap.
SJM beat consensus EPS by 0.0% in Q4 FY2026, reported Jun 29, 2026.
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2025-08-2726 Q&A exchanges
- Q4 FY2025Earnings2025-06-11
- Q3 FY2025Earnings2025-02-27
- Q2 FY2025Earnings2024-11-2627 Q&A exchanges
- Q1 FY2025Earnings2024-08-2836 Q&A exchanges
- Q4 FY2024Earnings2024-06-06
- Q3 FY2024Earnings2024-02-2740 Q&A exchanges
- Q2 FY2024Earnings2023-12-0515 Q&A exchanges
- Q1 FY2024Earnings2023-08-2924 Q&A exchanges
- Q4 FY2023Earnings2023-06-06
- Q3 FY2023Earnings2023-02-2839 Q&A exchanges
- Q2 FY2023Earnings2022-11-21
- Q1 FY2023Earnings2022-08-2335 Q&A exchanges
- Q4 FY2022Earnings2022-06-0720 Q&A exchanges
- Q3 FY2022Earnings2022-03-0133 Q&A exchanges
- Q2 FY2022Earnings2021-11-2333 Q&A exchanges
- Q1 FY2022Earnings2021-08-2622 Q&A exchanges
- Q4 FY2021Earnings2021-06-0330 Q&A exchanges
- Q3 FY2021Earnings2021-02-2526 Q&A exchanges
- Q2 FY2021Earnings2020-11-2440 Q&A exchanges
- Q1 FY2021Earnings2020-08-2521 Q&A exchanges
History
Earnings history
- Q4 FY20262026-06-29EPS$2.77 vs $2.66+4.0%Rev— vs ——Finnhub
- Q2 FY20262026-06-08EPS$3.63 vs $2.64+37.5%Rev$2.27B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q4 FY2026 | 2026-06-29 | $2.77 | $2.66 | +4.0% | — | — | — | Finnhub |
| Q2 FY2026 | 2026-06-08 | $3.63 | $2.64 | +37.5% | $2.27B | — | — | EODHD |
Source: EODHD, Finnhub. SJM reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks SJM's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.37 | $4.15 | -18.8% | +7.2% | +8.6% |
| Q4 FY2026 | $3.46 | $4.23 | -18.3% | -1.5% | -1.5% |
| Q3 FY2026 | $3.65 | $4.04 | -9.6% | +6.7% | +4.5% |
| Q2 FY2026 | $3.49 | $4.13 | -15.5% | -1.3% | +1.3% |
| Q1 FY2025 | $3.95 | $4.15 | -4.9% | +8.3% | +10.7% |
| Q4 FY2025 | $3.91 | $4.06 | -3.6% | +3.1% | +1.6% |
| Q3 FY2025 | $4.08 | $4.33 | -5.8% | -2.7% | -0.8% |
| Q2 FY2025 | $3.52 | $4.20 | -16.3% | -1.0% | -1.6% |
| Q1 FY2024 | $3.80 | $4.29 | -11.5% | +3.0% | +3.8% |
| Q4 FY2024 | $3.89 | $4.20 | -7.4% | -2.8% | -5.2% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Maintained2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Mark T SmuckerCEO1 yr21 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • guidance suspended Q2 FY2026
- Tucker H MarshallCFO1 yr21 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
- John P BraseCOO1 yrno recorded callsCurrentSample
COO since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
- Katherine Marie WilliamsChief Marketing Officer3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
- Jill R PenroseChief People Officer1 yrno recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last guidance raise Q3 FY2026
- Jeannette L KnudsenChief Legal Officer1 yrno recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance cut Q2 FY2026
Peers
Other companies in Consumer Defensive
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for SJM.
$ curl https://api.spokenalpha.com/v1/companies/SJMFAQ
Frequently asked about SJM
Where can I find J M SMUCKER Co's (SJM) earnings call transcripts?
Spoken Alpha indexes SJM's earnings call transcripts at https://spokenalpha.com/companies/SJM. Each call links to attributed speakers and parsed analyst Q&A. J M SMUCKER Co's own investor relations page is at https://investors.jmsmucker.com/overview/default.aspx.
When was J M SMUCKER Co's most recent earnings call?
J M SMUCKER Co (SJM) held its most recent earnings call on 2025-08-27, covering fiscal Q1 2026.
What sector is SJM in?
J M SMUCKER Co (SJM) operates in the Consumer Defensive sector (Packaged Foods industry).